Flamer Financial Strategies & Insurance Group

10/28/2024

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

03/30/2022

Social Security benefits: Start early or delay receipt? When it comes to retirement, sooner is not always better. Read this article to learn how waiting until full retirement age (or later) can substantially increase your Social Security benefit. http://thenautilusgroup.com/nautilusnavigator/socialsecuritybenefits.pdf

03/28/2022

36% of workers in the U.S. said they’ve never had a retirement account, according to a new Bankrate survey. For more findings on retirement security from the report, check out this article.

And more than half of workers said they’re behind on retirement savings, this survey says

03/25/2022

This article suggests what older workers can do to improve their chances of not running out of money in retirement.

Most of the things we worry about make little difference

03/22/2022

It’s no secret that many pre-retirees and retirees may not have enough retirement savings, but this article explores how the Great Resignation could provide solutions to growing your retirement income.

Pre-retirees and recent retirees can significantly improve their financial security by working a few years in retirement, and they may have advantages over younger workers.

03/20/2022

In order to be financially secure, you need to have financial wellness. Take these steps to eliminate financial distress and live a more comfortable lifestyle.

Far too many people are ill when it comes to money.

03/17/2022

Don't leave plans, or your financial future, to luck. We all know that good fortune comes to those who prepare. Learn how New York Life can help you along your financial journey.

Learn about three smart money moves from New York Life that can help you acquire flexibility and financial security. Follow these steps to financial freedom.

03/16/2022

New York Life’s term and permanent life insurance products can help families protect what matters the most and build wealth for the future. If you’re not sure what product is best for you, I can provide on-going financial guidance and share other helpful resources through our RISE: The Empowerment Plan initiative. Contact me to learn more.

Learn the differences between term and permanent life insurance and compare their unique benefits. New York Life can get you the right fit for the right situation.

03/14/2022

Taxes and retirement go hand in hand to help assure your financial security. Use these four tools to help you capitalize on tax savings as you approach or enjoy retirement.

Here are four tools to help you capitalize on tax savings as you approach or enjoy retirement, according to Rutgers School of Business Professor Jay Soled, who spoke with Yahoo Finance Live.

03/14/2022

Want to build a more secure retirement? According to an article in Barron’s, you should consider adding whole life insurance to your portfolio. Take a moment to check it out and let me know if it’s something you want to discuss.

A growing number of researchers say whole life insurance, a form of permanent life insurance that builds cash value, can buttress investment portfolios and even boost retirement income if used correctly

05/26/2021

When it comes to managing retirement spending, no single formula works for everybody. While these tips can help you prepare, I can help you put a strategy in place to help ensure you have the best retirement possible.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

05/21/2021

There's no guidebook for dealing with the loss of a spouse, but you don't have to do everything alone. When you're ready, reach out and I can help you through some of the important financial steps you should take.

Check out New York Life's guide for those experiencing the loss of a spouse to learn how you can set goals for the future and move forward.